1月城轨客运量同比增长16.5% 增速创2年来新高

Core Insights - The total passenger volume for urban rail transit in 54 cities (excluding Hong Kong, Macau, and Taiwan) reached 2.89 billion trips in January 2026, showing a month-on-month decrease of 0.4 million trips (1.4%) but a year-on-year increase of 4.1 million trips (16.5%), marking the highest growth rate since January 2024 [1] - The total operational urban rail transit lines in January 2026 was 345, with an operational mileage of 11,767.3 kilometers, and a total of 3.8 million train trips were made [1] - The average passenger intensity for the total operational mileage in January was 0.799 million trips per kilometer per day, reflecting a year-on-year increase of 9.3% [1] Passenger Volume Trends - The expansion of urban rail networks has contributed to the growth in passenger volume, with 18 new operational lines and an additional 764.7 kilometers of rail added in 2025 [2] - Most cities experienced a year-on-year increase in urban rail passenger volume in January, with the highest growth rates observed in Tianshui (380.43%), Jinan (197.98%), and Taiyuan (153.34%) due to new rail lines opening [2] - The four first-tier cities (Beijing, Shanghai, Guangzhou, and Shenzhen) all maintained double-digit growth in passenger volume, with year-on-year growth rates of 14.42%, 12.59%, 18.52%, and 26.69% respectively [2] Operational Adjustments for Peak Demand - In anticipation of increased travel demand during the Spring Festival, multiple metro companies have implemented extended operating hours and additional services [3] - Shenzhen Metro Group announced an extended service model during the Spring Festival to facilitate travel for residents [3] - Beijing and Shanghai have also announced measures to extend operating hours and increase train frequency to accommodate the returning passenger flow during the holiday period [3]